Corporate Financial Planner
7 days ago
Old Mutual South Africa is a premier financial services group with a strong presence in 14 countries across the continent. With a legacy of over 170 years, we have established ourselves as a leader in providing innovative financial solutions to customers.
We are committed to creating a sustainable future for our clients and the community at large. Our team of experts works tirelessly to deliver premium financial services that meet the evolving needs of our customers.
Job Description:
This is a full-time on-site role that requires a skilled Financial Advisor to provide expert guidance to retail and corporate clients. The successful candidate will be responsible for assessing client needs, recommending suitable financial products, and helping clients achieve their financial objectives.
Key Skills and Qualifications:
- Possess a relevant degree in Finance, Economics, Business, or related field
- Demonstrate strong knowledge of financial products and services
- Excellent communication and interpersonal skills
- Ability to analyze complex financial information and provide recommendations
- Certifications such as CFP (Certified Financial Planner) are a plus
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